Use case · Finance
Draft the investor update from the numbers, not from memory
To write a monthly investor update with AI agents, ask your Brainwrite Chief of Staff for a draft at month end. It reads revenue from Stripe or your metrics sheet, cash from QuickBooks or Xero reports, and shipped work from your tracker, then writes highlights, lowlights, numbers, and asks in your saved format. You check every figure, edit, and send it.
Draft the October investor update in my usual format. Use Stripe for revenue, the Xero balance sheet for cash, and the Metrics sheet for burn and customers. List what shipped from Linear. Mark any figure you could not find, and do not send anything.
Your Chief of Staff put a team on it
Nova· Chief of Staff
Penny· Numbers bot
Atlas· Progress tracker
- Revenue: 48,200 in October, up 6% on September (source: Stripe)
- Cash: 612,000 at month end; runway at current burn shown with the calculation (Xero, Metrics sheet)
- Shipped: team workspaces and CSV export; slipped: SSO, now planned for November
- Not found: October churn; the Metrics sheet stops at 30 September
DoneEvery figure, after checking it against your books waits for you. Nothing was sent.
Monthly investor update: done. Nothing sent.
- 1Revenue: 48,200 in October, up 6% on September (source: Stripe)
- 2Cash: 612,000 at month end; runway at current burn shown with the calculation (Xero, Metrics sheet)
- 3Shipped: team workspaces and CSV export; slipped: SSO, now planned for November
3 bots on this jobThe job
Doing it yourself, and handing it off.
Doing it yourself
Investor updates slip because they take a whole evening. You pull revenue from Stripe, cash from the accounting app, and headcount from a sheet, then try to remember what shipped and what went wrong. The format drifts month to month, so investors cannot compare. When the update finally goes out three weeks late, the asks at the bottom are already stale.
What the team does
- Pull revenue, cash, and burn for the month with the source of each figure
- Compare each metric with the previous month
- List shipped work and misses in plain language
- Draft the update in your saved format, with missing figures marked
What waits for you
- Every figure, after checking it against your books
- What you say about problems, and what you ask for
- Who receives the update, and when it is sent
The team
Who's on it.
Your Chief of Staff picks the specialists the job needs. Each has its own role, instructions, model, and app access.
- NovaIllustrated example
Chief of Staff
Keeps your update format, delegates the gathering, and writes the draft.
PennyIllustrated exampleNumbers bot
Reads revenue, cash, and burn from Stripe, your accounting reports, and your metrics sheet, citing the source of each figure.
AtlasIllustrated exampleProgress tracker
Lists what shipped and what slipped from Linear, GitHub, or your notes, in plain language.
How it runs
A run, step by step.
- 01
Save the format
Give the Chief your sections, such as highlights, lowlights, metrics, hiring, and asks. It keeps them in memory.
- 02
Connect the sources
Connect Stripe, QuickBooks or Xero, and Google Sheets with read access for the numbers bot.
- 03
Ask for the draft
At month end, ask for the update. Each figure comes with its source and anything missing is marked.
- 04
Check and send
Check the numbers, rewrite the parts only you can write, and send it yourself or approve the email.
What you'll connect
Apps this job uses.
Stripe
Look up Stripe customers and payments, prepare invoices and refunds for approval, and summarise revenue every week.
Xero
Run Xero reports, draft invoices and quotes, and prepare payments that a person approves.
QuickBooks
Pull QuickBooks reports, chase receivables, and draft invoices, estimates, and bills for a person to approve.
Google Sheets
Bots read and write Google Sheets, append and upsert rows, and add charts to trackers and reports.
Gmail
Bots search, label, and read Gmail threads and draft replies in place. Sending waits for your approval.
FAQ
Questions about Monthly investor update
Can it send the update to investors automatically?
It drafts; you send. A send through Gmail appears as an approval card in the conversation unless you have allowed it. Most founders rewrite the lowlights and asks themselves, so treat the draft as the gathered facts in your format, not the finished letter.
Can I schedule it for the first of every month?
Routines run once, at a repeating interval, or on the weekdays you choose, so there is no calendar-month setting. Ask the Chief for the draft when the month closes, or set a one-time routine for the date and set the next one when you send the update.
How do I know the numbers are right?
Ask the numbers bot to cite the source of every figure and to mark anything it could not find, and save that rule in its memory. Then check each figure against your books before sending. The bots read your data; they do not certify it.
Built on
Features this job relies on.
Chief of Staff
One bot takes your request, hands focused tasks to specialists, and returns a single summary.
Memory
Plain-text memory per bot that you can read, fix and delete. No hidden profile.
Connected apps
Gmail, GitHub, Slack, Notion and hundreds more via OAuth, with per-bot tool grants.
Approvals
Risky actions become cards you approve or deny in the conversation. Ask or Full Access per thread.
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